Steward case

CASE-003512

Name and date of birth agree but no identifier (member ID, SSN, phone, email or address) confirms it.

OpenCheckpointckpt-run-mvfoap9e-56847workflow paused, state held

Side-by-side comparison

Incoming CLM-409321 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-409321incoming	#1MBR-021400Ann Obrien 0.831 rec. Best evidence: NameDate of birth
Name	Ann Obrien OBrien, Ann	Ann Obrien
Date of birth	1945-12-04	1945-12-04
Member ID	— null	UHC-24913-62
SSN	—	—
Phone	—	5495205977
Email	— UNKNOWN	ann.obrien73@gmail.com
Address	— NULL	4966 Central Ave # 377
City / state / ZIP	— N/A	Gilbert, AZ, 85228
Group	GRP-4270	—
Plan	—	—
Sources, records	CLM1 record	PRV ×11 record

Evidence detail

How the scoring agent compared the incoming record to the record it matched inside each candidate

▶#1MBR-021400Ann Obrien0.83

Matched against PRV-22730, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

PRVPRV-22730Ann Obrien1945-12-04Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-19 19:54:3922201f6a41
Escalated CLM-409321, top score 0.83, candidates MBR-021400

AI recommendation

Advisory only; the steward decides

The model can read the same side-by-side evidence and suggest link, new or reject with a rationale. It never decides.

Steward decision

Recording a decision resumes the paused workflow and updates the graph immediately

Decision

Link to Ann ObrienMBR-021400, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-409321 stays on its own golden identity, marked verified.New identityReject record (quarantine)The record's identity is quarantined; nothing downstream may act on it.Reject

Rationale *

At least 8 characters (0/8)

ActorJ. Okafor (Data Stewardship)

Choose an option

Checkpoint: ckpt-run-mvfoap9e-56847
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-035069
Opened: 2026-10-19 19:54:36
Top score: 0.83